Portfolio Manager

Jason Mattingly

11901 Olive Blvd.
Creve Coeur, MO 63141
(573) 768-5513

Hello!

Jason Mattingly, CFA, is a Portfolio Manager for First Bank Wealth Management. Possessing over 13 years of experience in financial services and a deep knowledge of investment analysis and portfolio management, Jason works with individual clients, families, and charitable foundations as an investment advisor for their trusts/investment management accounts. Jason also provides businesses with investment plan designs and educational programs for their employee benefit plans.

He attended the University of Missouri-Saint Louis and received a Bachelor of Science in Business Administration, with an emphasis in Finance. He is a Chartered Financial Analyst (CFA) with the CFA Society St. Louis.

How can I help you achieve your goals?

My Specialties
  • Wealth Investment Management
  • Retirement Planning/IRAs
  • Trust/Estates

Jason lives with his wife, Andrea, and two sons, Quinn and Reid, in Imperial, MO. He enjoys spending time with his family, including attending his sons' sporting events and musicals.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.